The Daily Upside

CIO Upside

Philips Patent Leverages AI to Make Healthcare More Predictable

Photo via U.S. Patent and Trademark Office

This patent isn’t the first time we’ve seen AI make inroads into healthcare.

1 min read
Advisor Upside

Where Are Cash Sweep Lawsuits Now?

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Lawsuits have been filed against a laundry list of brokerages, including Wells Fargo, LPL and others.

2 min read
Advisor Upside

Advisors Calm Clients After Trump’s Latest Tariff Announcements

Photo via Lenin Nolly/SIPA/Newscom

Financial plans are designed to weather economic uncertainty, but it can be hard for clients to remember that.

2 min read
Advisor Upside

Osaic Touts Advisor Addition Amid Commonwealth Talent Rush

Photo via Connor Lin / The Daily Upside

The firm is highlighting its potential advantages for advisors who might be on the fence about going to LPL Financial.

1 min read

Industrials

Wired-Up Copper Prices Signal a Tariff-Powered Shock to Consumer Wallets

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A planned 50% tariff on copper has left commodities markets roiling and analysts toiling with the idea consumers paying for higher prices.

2 min read
Social Media

Linda Yaccarino Ducks Out of X’s New Grok Era

Linda Yaccarino. Photo via Blondet Eliot/ZUMAPRESS/Newscom.

Just over two years after taking the job, X (formerly Twitter) CEO Linda Yaccarino on Wednesday announced she’d be stepping down from her role.

2 min read
Technology

Samsung’s Foldable Phones Are Hungry for a Bite of Apple

Photo via Richard B. Levine/Newscom

Samsung’s new phones hit shelves later this month, days after Chinese rival Honor launched its new folding phone.

2 min read
ETF Upside

What’s Inside the SEC’s Latest Crypto ETF Guidance

Photo via Graeme Sloan/Sipa USA/Newscom

The agency’s new guidelines focus on disclosures around price fluctuations and market manipulation, among other common concerns.

2 min read

ETF Upside

State Street’s PRIV Lands First Daily Inflows in Months

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The fund pulled in more than $18 million in assets over two days last week but has seen negligible interest from investors long term.

2 min read
ETF Upside

JPMorgan Files to Launch Money Market ETF

Photo via Jimin Kim/ZUMAPRESS/Newscom

The fund marks the latest example of issuers capitalizing on growing investor appetite for lower-risk options.

2 min read
Media & Entertainment

Bidders Bet NYC Casino Will Become World’s Biggest

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Applications for the city’s three casino licenses were due to the New York State Gaming Facility Location Board last week.

2 min read
Markets

Improving S&P 500 Outlook Signals Revival of TINA Trade

Photo via John Angelillo/UPI/Newscom

The TINA trade has hit some snags in recent years, with bonds looking like a pretty swell alternative in an era of high interest rates.

2 min read

Banking

HSBC Waves Caution Flag for Wall Street Giants

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The bank downgraded JPMorgan, Goldman Sachs, and Bank of America, citing a classic case of macroeconomic uncertainty.

2 min read
Real Estate

Saudi Sovereign Wealth Fund Plans Majority Stake in $1 Billion NYC Skyscraper

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The deal is with NYC real estate developer Related, which is seeking to capitalize on the return to office push in the economic metropolis.

2 min read
Social Media

TikTok’s Digital Creators Working on US Version of Almost-Banned App

Photo via Algi Febri Sugita/ZUMAPRESS/Newscom

Even after TikTok is kicked off app stores later this year, the current app will keep working for US users until March.

2 min read
Consumer

Walmart Gate-Crashes Amazon’s Annual Sales Bash

Photo via Richard B. Levine/Newscom

History suggests that a little competition will be good for not just Walmart and Amazon, but the retail sector as a whole.

2 min read
Advisor Upside

The Fastest-Growing ETFs for Advisors

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Thematic and high-fee strategies were some of the more popular index funds among RIAs, according to a new report.

2 min read
Advisor Upside

Why Black Americans Save Less and How Advisors Can Help

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Even at higher income levels, Black Americans report having less saved for retirement, per the Employee Benefits Research Institute.

2 min read
Advisor Upside

Investor Advocacy Group Criticizes FINRA’s Remote Inspections

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They ‘undermine FINRA’s foundational mission of investor protection,’ says the Public Investors Advocate Bar Association.

2 min read
Semiconductors

Chipmakers Emerge as Big Winners in ‘Big Beautiful Bill’

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When it comes to competing on the world’s semiconductor stage, US lawmakers are not content to let the chips fall where they may.

1 min read

Advisor Upside

Financial advisor news, market insights, and practice management essentials.

Will Wall Street Stomach Oracle’s Costly AI Transformation?

Photo via Scott Coleman/ZUMAPRESS/Newscom

2 min read
ETF Issuers Are Running Their Own SpaceX Race Ahead of Blockbuster IPO

Photo by ün LIU via Unsplash

2 min read
Why Stocks Keep Shrugging Off Wars, and One Robert Kaplan Says They Can’t

Photo by Filip Andrejevic via Unsplash

2 min read

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